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1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-16 |
Branch Locations
7500 San Felipe St. Suite 150, Houston, TX 77063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mission Wealth Management, Lp | Santa Barbara | CA | 09/2025 | Present |
| George Washington University | Washington | DC | 04/2023 | 06/2025 |
| Deloitte Consulting Llp | Chicago | IL | 06/2024 | 08/2024 |
| Markham Group | Washington | DC | 01/2024 | 05/2024 |
| Cc United Water Polo | Lafayette | CA | 05/2022 | 07/2022 |
| Primos Pizza | Danville | CA | 09/2020 | 04/2021 |
| Blackhawk Country Club | Danville | CA | 05/2017 | 07/2020 |
| Unemployed | Danville | CA | 09/2015 | 04/2017 |
| George Washington University | Washington | DC | 08/2021 | 06/2025 |
| Unemployed | Eagle | ID | 07/2025 | 08/2025 |
| Unemployed | Eadgle | ID | 05/2021 | 07/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-15 |
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